Category: Past Events

MAY BREAKFAST 08:30-09:30 | 6 May, 2022 Simplify your revenue; simplify your life. PANEL: Martha Koekemoer | Commspace TOPIC: The benefits of pro-actively managing your advice-practice revenue One of the most time-consuming activities for IFAs involves managing the inflows and outflows of cash for your practice. Whether you’re a fee-only practice or earn commissions off […]

APRIL BREAKFAST 08:30-09:30 | 1 April, 2022 How are you charging your clients? We’ve organised a super panel of IFAs who have different business models for charging their clients upfront fees. Some of our SAIFAA members and their colleagues are successfully running fee-based, lifestyle financial planning practices. We’ve asked them to come and share some […]

MARCH BREAKFAST 08:30-09:30 | 4 March, 2022 After some great feedback from our February Breakfast with SAIFAA, we’ve received some encouraging ideas from our members and have applied this to our next TWO sessions already. First up – in March we will be hearing from the South African Asset Map team, Work That Matters. Then, […]

FEBRUARY BREAKFAST 08:30-09:30 | 4 February, 2022 KEYNOTE: Paul Wilson | CIO: Sanlam Investments Multi-Manager TOPIC: Common adviser concerns and how to face them Paul joined Sanlam in 2011 as an investment analyst; was subsequently appointed as Head of Manager Research in 2013 before being appointed to his current position of Chief Investment Officer (CIO) […]

DECEMBER BREAKFAST 08:30-09:30 | 3 December, 2021 KEYNOTE: Tim Slatter | Slatter Communications & Contatto TOPIC: Digital Communication for 2022 Tim Slatter brings a wealth of knowledge to financial advisers in a way that helps them understand the importance of their online brand in context of their client relationships, business model and value proposition. With a degree […]

NOVEMBER BREAKFAST 08:30-09:30 | 5 November, 2021 KEYNOTE: Bernard Wessels | Coronation Fund Managers TOPIC: Making a case for SA equity. Bernard will provide us with a brief overview of the global and local macro-economic environment and the key long-term trends and risks for investors based, and make a strong case for SA equity. These one-hour networking events will allow […]

B-BBEE IFA Practice Report Webinar As required by the Financial Sector Transformation Council (FSTC) This member-access webinar covers the vital subject of B-BBEE and how it will impact your IFA Practice. Do you know what will happen if you don’t/didn’t submit the required Financial Sector Transformation Council (FSTC) – B-BBEE IFA Practice report on your […]

In October 2020, on the 15th and 22nd, we will be hosting two FREE TO ATTEND webinars for Independent Employee Benefit Consultants (IEBCs). Nearly 80% of employers find it difficult to choose the best employee benefit funds for their businesses*. The commercial umbrella fund market has spun the industry for a loop, with the rapid transition […]

This July and August, the South African Independent Financial Advisors Association (SAIFAA) will be hosting a series of Certified Post Retirement Practitioner (CPRP®) webinars, to address the often-neglected issue of Post-Retirement Planning. Marketing and brand experience experts, CWDi, have been appointed to manage the webinars. The webinar series is the first of its kind in […]